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Hamilton Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Hamilton Wealth’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208K Sell
4,890
-5,200
-52% -$224K 0.04% 108
2025
Q4 		$417K Hold
10,090
– – 0.08% 81
2025
Q3 		$400K Hold
10,090
– – 0.08% 75
2025
Q2 		$383K Sell
10,090
-3,623
-26% -$132K 0.09% 71
2025
Q1 		$498K Buy
+13,713
New +$500K 0.12% 57

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hamilton Wealth's HEFA Position: Q1 2026 in Review

Hamilton Wealth reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 52% in Q1 2026, selling an estimated $224K and leaving 4,890 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #108.

Hamilton Wealth first reported a position in HEFA in Q1 2025 and has held it in 5 quarters since. The position peaked at $498K in Q1 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Hamilton Wealth held 4,890 shares of iShares Currency Hedged MSCI EAFE ETF worth $208K as of Q1 2026.
  • Hamilton Wealth sold 5,200 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $224K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Hamilton Wealth's portfolio in Q1 2026, its #108 holding.
  • Hamilton Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
  • Hamilton Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $498K in Q1 2025.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.